Investment Associate

2 days ago

Austin, United States Macdonald & Company Full time

Macdonald & Company is pleased to be exclusively retained by one of its top clients to identify and appoint an Investment Associate to join their team in Austin, TX. The group has significant cash resources and is focused on the industrial sector. They are seeking an Investment Associate with exceptionally strong financial modeling and underwriting skills.

This role offers significant upward mobility and opportunities for growth within an entrepreneurial firm that is well-established as a market leader in its space.

Responsibilities:

  • Collaborate with the real estate team to support all aspects of underwriting, due diligence, development processes, and investor communications.
  • Serve as a key liaison, engaging with executive leadership, external partners, attorneys, brokers, lenders, and other stakeholders to ensure seamless communication and project execution.
  • Prepare detailed investment memoranda and supporting reports for presentation to senior management and external investors, emphasizing strategic insights and actionable recommendations.
  • Conduct thorough research, synthesize critical market intelligence, and analyze third-party reports to inform asset management strategies and drive growth initiatives.
  • Provide accurate and timely analysis of essential real estate documents, including contracts, financial statements, leases, loan agreements, and other transaction-related materials, ensuring compliance and identifying potential risks or opportunities.

Core Competencies and Experience:

  • Comprehensive expertise spanning underwriting, due diligence, entitlements, contract negotiation, title analysis, third-party report management, consultant oversight, and securing construction financing.
  • Skilled in acquiring marketed properties, leveraging broker relationship management, lease analysis, financial due diligence, and securing permanent financing to drive successful transactions.
  • Proficient in preparing investment memoranda, offering memoranda, and other deal-specific analytical reports that effectively communicate opportunities to stakeholders.
  • Advanced experience in Excel-based financial modeling for developments, individual property acquisitions, and multi-property portfolios. Expertise includes building models from scratch, incorporating key valuation drivers, debt structures, and partnership waterfalls, as well as auditing and tailoring existing models for specific deal requirements.
  • Conduct thorough rental and sales comparable analyses, justifying market rents, growth projections, and exit cap rates based on historical trends and future market activity.
  • Perform in-depth market research at the property, MSA, and macroeconomic levels, identifying demand trends and potential risks impacting market conditions.
  • Skilled in pitching investment opportunities to third-party investors or internal committees, supported by meticulously prepared memos and presentations.

Ideal Candidate Profile:

  • Bachelors Degree in Finance, Investment or related field required.
  • 5+ years of professional experience with a minimum of 3 years related real estate investment experience.
  • Eager to make a meaningful contribution on a dynamic, small team with a high volume of deal flow.
  • Passionate about developing deep expertise in industrial, storage, and undersupplied and emerging asset classeswhile working alongside a best-in-class operator.
  • Excited to collaborate with top-tier institutional investors with proven track records across diverse asset classes.
  • Maintains exceptionally high standards for achievement and work quality, thriving in a culture of excellence surrounded by similarly motivated individuals.
  • Combines sharp analytical skills with a personable demeanor, knowing when and how to leverage each for maximum impact.
  • A natural thinker and doer who embraces challenges, excels in demanding environments, and takes pride in delivering exceptional results.
  • Delivers timely, dependable, and insightful work, inspiring confidence among colleagues and stakeholders.
  • Enthusiastic about an in-office environment that fosters teamwork and growth alongside driven, skilled real estate professionals.
  • Demonstrates outstanding written and verbal communication skills, capable of building authentic, professional relationships.
  • Thrives in fast-paced, loosely structured environments, leveraging agility and resourcefulness to excel.

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